See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,970 | $50,982-35.3% | $154,803-78.7% | $85,563-61.5% |
| Participation rate | 19.5% | 59.8%-40.3pp | 78.1%-58.6pp | 66.0%-46.5pp |
| Annual return | 19.98% | 30.35%-10.4pp | 58.88%-38.9pp | 31.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,874 | $2,474-24.2% | $5,540-66.2% | $4,375-57.2% |
| Admin fee / account holder | $7,341 | $846+767.8% | $14,329-48.8% | $834+780.0% |